AI Toolkit for the Corporate / Commercial Banker
A practical AI prompt library and workflow reference for corporate and commercial bankers. 15 ready-to-use Claude prompts across account planning, sector reviews, credit analysis, KYC / EDD, deal structuring, covenant design, RAROC pricing, syndication, credit-committee papers, watch-list workouts, climate / transition risk, and portfolio concentration.
What's inside
- 15 ready-to-use Claude prompts across client account planning, sector reviews, credit analysis, KYC / EDD, cross-sell, deal structuring (RCF / term / multi-tranche), covenant package design, RAROC / EVA pricing, syndication, credit-committee papers, annual reviews, watch-list / problem-loan workouts, portfolio concentration, climate / transition risk, and capital-adequacy implications
- A CLAUDE.md system prompt that calibrates Claude for the corporate / commercial-banker role
- Basel III / CRR3 / IFRS 9 ECL / LMA / JMLSG-aware coverage
- 4-control banking framework — KYC / sanctions / AML never AI-only; credit committee sign-off; client and pricing confidentiality; ECL and stress-test evidence trail
Who it's for
Relationship managers, credit analysts, structuring teams, and portfolio managers at clearing banks, challenger banks, and specialist lenders. Particularly useful if you want a structured AI workflow for credit and structuring work that respects the regulatory discipline of regulated lending.